HELPING SECURE YOUR LEGACY
It is estimated that 70% of families lose their wealth by the second generation, 90% by the third. Kingswood Family Office will examine your wealth profile, create and execute a plan to secure your family's wealth for generations to come.
Who We Are
We are Kingswood Family Office, a division of Kingswood US an independent RIA and FINRA licensed broker dealer headquartered in New York City collectively overseeing more than $3 billion in assets. Together with our parent company, Kingswood Group, headquartered in London, UK, we combine the resources and capital of a very large financial services firm with the personalized touch of a boutique company.
Wealth Management
- Fiduciary Advice
- Customized Investment Policy
Statement - Individualized Portfolio
Implementations and Monitoring - Endowment Model Strategy
Tax Mitigation
- Tax and Planning
Projections - Tax Review
- Tax Mitigation Strategies
- Real Estate Tax Strategies
Insurance Services
- Life Insurance Strategies
- Property and Casualty
- Policy Review and Audit
- Premium Financing
- Insurance planning review &
implementation
Concierge Services
- Bill Pay
- Buying/Selling Real Estate
- Travel Services
- Tax Statement Preparation
- Lifestyle Management
Legal & Legacy Services
- Estate Plan Review
- Succession Planning
- Trust Administration
- Contract Review & Litigation
- Charitable Planning
- Family Education & Consultation
- Communication with beneficiaries
- Will and trust services
- Business sale planning
Real Estate Services
- 1031 replacement strategies
- Delaware statutory trusts
- Opportunity Zone investing
- Installment sales
- Passive real estate investing
- Asset class diversification